Filed January 18, 2018 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GERBER LLC2 years Service code 27 · EIN 95-1411037 | Advisory (Plan) | $48,729 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $23,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,898 | $37,196-30.4% | $154,107-83.2% | $55,725-53.5% |
| Participation rate | 56.1% | 64.1%-8.0pp | 83.0%-26.9pp | 70.9%-14.7pp |
| Annual return | -1.77% | 1319.68%-1321.4pp | 735.12%-736.9pp | 244.93%-246.7pp |
| Employer contribution / active EE | $851 | $1,614-47.3% | $5,298-83.9% | $2,078-59.0% |
| Participant deferral / active EE | $1,801 | $2,068-12.9% | $5,081-64.5% | $3,356-46.3% |
| Admin fee / account holder | $211 | $102+107.7% | $13,411-98.4% | $115+83.2% |